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Gerber Kawasaki Wealth & Investment Management’s Pultegroup PHM Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1
Closed -$1K – 858
2021
Q3 		$1K Buy
+1
New +$52 ﹤0.01% 1077

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State Street
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PI
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's PHM Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Pultegroup (PHM) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in PHM in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 711 funds tracked by Wall St. Rank hold PHM as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Pultegroup position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1 Pultegroup share in Q4 2021, an estimated $1K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Pultegroup in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Pultegroup position peaked at $1K in Q3 2021.
  • 711 funds tracked by Wall St. Rank held Pultegroup as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.